Description Outside Investment Manager

Agency:	State Government of Nevada
State:	Nevada
Type of Government:	State & Local
Posted Date:	Apr 13, 2024
Due Date:	Apr 22, 2024
Solicitation No:	Bid Solicitation # 05TO-S2659
Bid Source:	Please Login to View Page
Contact information:	Please Login to View Page
Bid Documents:	Please Login to View Page

Header Information

Bid Number:

05TO-S2659

Description:

Outside Investment Manager

Bid Opening Date:

04/22/2024 02:00:00 PM

Purchaser:

Teri Becker

Organization:

Treasurer's Office

Department:

050 - Treasurer's Office

Location:

1080 - State Treasurer

Fiscal Year:

Allow Electronic Quote:

Yes

Alternate Id:

Required Date:

Available Date
:

01/25/2024 08:00:00 AM

Info Contact:

Teri Becker; tbecker@admin.nv.gov

Bid Type:

OPEN

Informal Bid Flag:

Purchase Method:

Open Market

Pre Bid Conference:	In lieu of a pre-bid conference, the State will accept a second set of questions via the Q&A tab. These questions are due not later than 5:00 PM, 03/08/2024. Answers will be posted in the form of an amendment on or about 03/15/2024.
Bulletin Desc:

Ship-to Address:

Bill-to Address:

Bill To: Purchasing Division
515 E Musser St Ste 300
Purchasing Division
Department of Administration
State of Nevada
Carson City, NV 89701
US
Email: nvpurch@admin.nv.gov
Phone: (775)684-0170
Alt. Reference: 379

Print Format:

File Attachments:

Answers to 2nd Set of Questions.xlsx
Exhibits to Q72.zip
RFP Amendment 2~1.docx
Answers to Questions Received.xls
Exhibit 15.xlsx
Exhibit 14 - Nevada Higher Education Tuition Trust Fund_Prepaid Tuition Investment Policy.pdf
Revised Exhibit 8 Fund Performance.xlsx
RFP Amendment 1~6.docx
05TO-S2659 Outside Investment Manager~1.docx
Terms and Conditions for Services 2023-04-13.pdf
Scope of Work~1.docx
Contract Form~1.docx
Insurance Schedule~1.docx
Cost Schedule~2.xlsx
Proposed Staff Resume 2023-04-13.docx
Reference Questionnaire 2023-04-13.docx
Attachments for Signatures 2023-04-13.pdf
Exhibits.zip
Quote Instructions

Form Attachments:

Required Quote Attachments

Emergency Purchase:

Procurement Type:

Services (or combined goods and services)

Purchase from an existing Contract (Agency or Statewide)? :

Contract Type:

Vendor (Contract for Service of Independent Contractor, NRS 333.700)

Anticipated BOE/Clerk Approval:

August

Anticipated Contract Start Date:

11/01/2024

Anticipated Contract End Date:

11/30/2028

State Purchasing Led Solicitation:

Yes - Purchasing Led

Statewide Contract Usage:

Agency Contract

Amendments:

Amendment #	Amendment Date	Amendment Note
1	02/15/2024 02:13:00 PM	This amendment adds the Nevada Higher Education Prepaid Tuition Program, adds additional exhibits, modifies the timeline, and provides answers to questions submitted. Header 1. Bid Opening Date changed from "02/29/2024 02:00:00 PM" to "03/26/2024 02:00:00 PM". 2. Pre-Bid Conference changed from "In lieu of a pre-bid conference, the State will accept questions via the Q&A tab. Questions are due not later than 5:00 PM, 02/08/2024. Answers will be posted in the form of an amendment on or about 02/15/2024." to "In lieu of a pre-bid conference, the State will accept a second set of questions via the Q&A tab. These questions are due not later than 5:00 PM, 03/05/2024. Answers will be posted in the form of an amendment on or about 03/11/2024.". Attachment File Changes: Header 1. File 'Revised Exhibit 8 Fund Performance.xlsx': File 'Revised Exhibit 8 Fund Performance.xlsx' added . 2. File 'Exhibit 14 - Nevada Higher Education Tuition Trust Fund_Prepaid Tuition Investment Policy.pdf': File 'Exhibit 14 - Nevada Higher Education Tuition Trust Fund_Prepaid Tuition Investment Policy.pdf' added . 3. File 'Exhibit 15.xlsx': File 'Exhibit 15.xlsx' added . 4. File 'Answers to Questions Received.xls': File 'Answers to Questions Received.xls' added . 5. File 'RFP Amendment 1~6.docx': File 'RFP Amendment 1~6.docx' added .
2	02/28/2024 10:42:58 AM	This amendment modifies the timeline. Amendment 2 can be found on the Attachments Tab. Header 1. Bid Opening Date changed from "03/26/2024 02:00:00 PM" to "04/22/2024 02:00:00 PM". 2. Custom Field: Custom Field changed from "May" to "August". 3. Custom Field: Custom Field changed from "06/30/2028" to "11/30/2028". 4. Custom Field: Custom Field changed from "07/01/2024" to "11/01/2024". 5. Pre-Bid Conference changed from "In lieu of a pre-bid conference, the State will accept a second set of questions via the Q&A tab. These questions are due not later than 5:00 PM, 03/05/2024. Answers will be posted in the form of an amendment on or about 03/11/2024." to "In lieu of a pre-bid conference, the State will accept a second set of questions via the Q&A tab. These questions are due not later than 5:00 PM, 03/08/2024. Answers will be posted in the form of an amendment on or about 03/15/2024.". Attachment File Changes: Header 1. File 'RFP Amendment 2~1.docx': File 'RFP Amendment 2~1.docx' added .
3	03/18/2024 08:07:12 AM	This amendment provides answers to 2nd set of questions received. Attachment File Changes: Header 1. File 'Answers to 2nd Set of Questions.xlsx': File 'Answers to 2nd Set of Questions.xlsx' added . 2. File 'Exhibits to Q72.zip': File 'Exhibits to Q72.zip' added .

Item Information

Item # 1:

(

946

-
56

)

Respond as instructed in the RFP document on the Attachments Tab

NIGP Code:

946-56
Investment Management Services

Qty

Unit Cost

UOM

Total Cost

1.0

EA - Each

Manufacturer:		Brand:		Model:
Make:		Packaging:

Description Outside Investment Manager

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